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Ronald Lucas Brown

Keystone Financial Group, LLC

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About Ronald Lucas Brown

Ronald Lucas Brown is a financial advisor who has been in the industry since 2004. Ronald is currently registered with Keystone Financial Group, LLC in Lexington, Kentucky. Ronald has experience working with individuals, corporations, and charitable organizations. Ronald's specializations include financial planning, portfolio management for individuals, and investment advisory services.

Firm Information

Ronald Brown is currently registered with Keystone Financial Group, LLC. Keystone Financial Group, LLC is an investment advisor headquartered in LEXINGTON, KY. The firm has 33 licensed agents, and its regulatory assets under management (AUM) are $1,509,725,992. Keystone Financial Group, LLC provides financial planning, portfolio management for individuals, and educational seminars. The firm caters to individuals (both high-net-worth and other), corporations or other businesses, and charitable organizations.
Keystone Financial Group, LLC

527 WELLINGTON WAY, STE 225

LEXINGTON, KY 40503

$1.51B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Brown’s Registration & Firm History

KY

03/31/2014 - Present

Keystone Financial Group, LLC (LEXINGTON KY)

KY

06/03/2009 - 12/21/2017

LPL FINANCIAL LLC (LEXINGTON KY)

KY

01/01/2008 - 06/04/2009

WELLS FARGO ADVISORS, LLC (LEXINGTON KY)

KY

10/07/2004 - 01/03/2008

A. G. EDWARDS & SONS, INC. (LEXINGTON KY)

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Licenses & Designations

BOTH

Issued 11/27/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 10/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Lucas Brown.
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